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AIM

Advyzon Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 22.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.44M
3
+$4.38M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$4.34M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.84M

Top Sells

1
+$3.96M
2
+$2.29M
3
+$1.86M
4
LRCX icon
Lam Research
LRCX
+$1.76M
5
SO icon
Southern Company
SO
+$1.61M

Sector Composition

1 Technology 10.44%
2 Financials 3.82%
3 Communication Services 3.56%
4 Consumer Discretionary 3.52%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$571K 0.1%
529
+304
202
$570K 0.1%
22,525
+281
203
$566K 0.1%
5,871
+672
204
$559K 0.1%
5,865
+1,060
205
$557K 0.1%
14,734
+1,102
206
$555K 0.1%
12,812
-2,255
207
$552K 0.09%
1,106
+44
208
$550K 0.09%
16,978
-321
209
$547K 0.09%
5,586
+1,668
210
$546K 0.09%
2,710
+220
211
$546K 0.09%
5,471
-133
212
$546K 0.09%
14,355
-376
213
$534K 0.09%
8,052
-3,900
214
$532K 0.09%
7,210
215
$531K 0.09%
3,963
-769
216
$530K 0.09%
6,760
+75
217
$526K 0.09%
6,588
+3,606
218
$513K 0.09%
26,938
-396
219
$513K 0.09%
+20,040
220
$509K 0.09%
+1,473
221
$505K 0.09%
2,740
+560
222
$500K 0.09%
9,881
+159
223
$493K 0.08%
10,044
+5,241
224
$486K 0.08%
+797
225
$485K 0.08%
4,713
+2,605
7 8
9
10 11